SWP Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
+6,961
New +$538K 0.3% 44
2024
Q4
Sell
-99,569
Closed -$7.8M 68
2024
Q3
$7.8M Sell
99,569
-13,296
-12% -$1.04M 4.76% 10
2024
Q2
$8.45M Buy
+112,865
New +$8.45M 5.58% 7